Category Archives: Estate Planning

Way back in August of 2008 I wrote a Post about Simple Wills. As you may recall (or just read when you clicked the link) a simple will is usually built as follows: The problem with Simple Wills (again, as I indicated in 2008) is that don’t usually take care of certain items. Specifically, I…… Continue Reading

Part of my job duties is to teach topics in the morning for planners, sometimes the topics are pretty advanced and sometimes they are simple. Tomorrow I have to teach an intro classes on Trusts and so I thought I’d share some of the stuff I will be going over. The best way to think…… Continue Reading

I found out that my dad is having major surgery in a couple weeks, so I had to ask…”Did he have a will, and would he like his son, who works with wills everyday, to make sure it follows his testamentary intent and is tax efficient?” Well, I was shocked when he told me, he didn’t…… Continue Reading

I was reading my fav. magazine today, Trusts and Estates and came across an amazing article. Trusts and Estates Magazine has been around since the early 1900s and is read by most of the Trust and Estates world – it costs $35 an issue, but luckily work picks it up! The article titled, “The Audit…… Continue Reading

Was reading a trade publication today called Trusts and Estates Magazine, I LOVE this magazine – it is a wealth of information written by tax professionals for tax professionals. Most of the info in there is not approprioate for a personal finance blog…not because it is not interesting, but rather, it is written for those…… Continue Reading

As the baby boomers get older, and we continue to hear the oft repeated saying, We are about to experience the greatest transfer of wealth in history One of my planners recently asked my opinion about a situation – his client, a concerned parent, is about to retire and has approximately $2,500,000 in qualified money…… Continue Reading

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